Conversion Riders In Life Insurance

Today’s modern insurance policy is not just a piece of paper you sign and throw away. Modern policies are full of riders and amendments that give the user the power to change the original document as need arises. One such rider is an insurance policy conversion rider. It’s a specific

How To Choose Retirement Investments

A Plethora Of Investment Options Because your retirement is hard-earned, you want to know how to choose retirement investments, and choose the right ones. You’ve already invested untold hours, dollars, and thought deciding how you should be allocating the funds you’ve saved up for. But with an ever-evolving world of

Elections, Legislation, and Interest Rates

At SRS, not only do we pride ourselves on helping you chart a course for long term investment strategy, we also take diligent care to stay current with market climates with regard to federal and state policy changes. Take a look at the below video to hear from Merrick Smith

Holistic Investing

Trust The Process Retirement planning involves trusting a retirement advisor that is proven.  One that has experience and know-how to provide you with results. A retirement advisor that can help you find the destination of a secure retirement. At Secure Retirement Strategies, that’s exactly what you’ll find. Our clients, both past

Indexed And Variable Annuities: Do You Know The Difference?

With so many options in retirement, it can often be difficult to make educated guesses based on your circumstances. That’s where the pros here at Secure Retirement Strategies love to help out. Find out from Lou Aarons, managing partner at the firm, how indexed annuities differ from variable annuities in

Leveraging Our Experience To Maximize Your Experience

We leverage our experience in planning retirements to maximize your experience in living your retirement.   John Blair brings 25 years of experience in the financial planning world to bear on our team, our operations, and your experience as a valued client of ours.   John’s, and our entire team’s,

Long-Term Care, Tax-Free

Expenses in a long-term care situation pile up faster than we’d care to think about.  Taxes on top of those expenses simply add to a burden that can be minimized with the proper assets in place for you to capitalize on. In this SRS Short video, Marc Smith, founding partner at

More Than A Policy

If you’ve never considered how to leverage the living benefits of a life insurance policy, you wouldn’t be alone.  Many of our clients simply don’t know the options when it comes to structuring their plans for retirement income. In this video, Marc Smith, founding partner at Secure Retirement Strategies, elaborates